Carson Group Welcomes Cara Williams to Board of Directors
Omaha, Neb. – July 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive …
Carson Group Enters Partnership with Crescent Financial
Omaha, Neb. – July 17, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced a partnership with Crescent Financial, a wealth management business in Seneca, S.C., serving approximately $200 million AUM. The team is led by President Jan Fredman and Managing Partner Lori Kelley. …
Carson Group Remains Bullish Amid Uncertainty for Remainder of 2025
Omaha, Neb. – July 10, 2025 –Carson Group forecasts continued stock gains and improved sentiment in the second half of 2025, despite policy uncertainty. The company notes in its Midyear Market Outlook ’25: “Uncharted Waters,” that the hard data does not point to a recession and moderation on tariffs and deficit-financed tax relief may create …
Carson Group Continues Expansion With Acquisition of Colorado Advisory Aveo Capital
Omaha, Neb. – July 9, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Aveo Capital, a wealth advisory firm based in Englewood, Colo. The firm manages approximately $608 million in assets and will rebrand as a Carson Wealth location. Managing …
Carson Group Fully Acquires Jacob William Advisory in Maryland
Omaha, Neb. – July 1, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire Jacob William Advisory in Cockeysville, Md., led by founding partners and wealth advisors Mark Ring and Dan Morrison, CFP®, ChFC®, CASL®. The team manages approximately $300 million in …
Carson Group Fully Acquires Carson Wealth Office In Salt Lake City
Omaha, Neb. – June 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire its Carson Wealth location in Salt Lake City, Utah. A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney, …
Carson Group Honored for Civic Engagement by Greater Omaha Chamber
Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to …
Carson Group Strengthens Colorado Presence with Acquisition of Wambolt & Associates
Omaha, Neb. – June 10, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner/ Wealth Advisor Greg Wambolt, the team manages approximately $570 million …
Carson Group Expands Relationship with Sarasota Advisory
Omaha, Neb. – May 28, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced it has fully acquired Carson Partner firm SRQ Wealth. The Sarasota, Fla.,-based business manages $365 million in assets and became a Carson Partner in 2019. It will continue to be …
Three Essential Pillars Identified in Carson Group’s 2025 State of Women in Wealth Management Report
Omaha, Neb. – May 21, 2025 – Carson Group, a leading wealth advisory firm, has released its 2025 State of Women in Wealth Management Report, revealing critical insights into the evolving landscape for female financial advisors. Based on extensive surveys and interviews with women within and outside of Carson’s network, the report shows how accomplished female advisors …
Carson Group Strengthens Tech Stack with Launch of AI Assistant
Omaha, Neb. – May 15, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the launch of its new AI assistant, Steve. Developed by Carson’s forward-thinking technology team, Steve is an intelligent, conversational assistant designed to save advisors time by analyzing vast amounts of …